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Distance Only Columbus, GA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
William Roundtree (CRD# 5513574) is an Investment Advisor Representative working at Synovus Securities, Inc. in Columbus, GA and has over 8 years of experience in the finance industry.
Guy Sexton (CRD# 1204541) is an Investment Advisor Representative working at Synovus Securities, Inc. in Columbus, GA and has over 40 years of experience in the finance industry.
Whitney Shackelford (CRD# 5153637) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, GA and has over 17 years of experience in the finance industry.
James Sheek (CRD# 5028379) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Columbus, GA and has over 18 years of experience in the finance industry.
Larry Smith (CRD# 2049079) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbus, GA and has over 33 years of experience in the finance industry.
Lisa Steppe (CRD# 1674187) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, GA and has over 32 years of experience in the finance industry.
Dustin Stokes (CRD# 6316226) is an Investment Advisor Representative working at Synovus Securities, Inc. in Columbus, GA and has over 9 years of experience in the finance industry. Dustin Stokes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
George Swift (CRD# 3272223) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Columbus, GA and has over 24 years of experience in the finance industry.
Richard Swift (CRD# 3082572) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Columbus, GA and has over 25 years of experience in the finance industry.
Brice Thompson (CRD# 4089166) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbus, GA and has over 24 years of experience in the finance industry.